Meredith Dekker, financial advisor Chandler AZ
93 score

Meredith Dekker

CRD Number: 4515589
Current Firm: Sutterfield Financial Group, Inc.

Meredith Dekker (CRD# 4515589) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Chandler, AZ and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Sep 2008 - Current 8
Sutterfield Financial Group, Inc. Bartlesville, OK Jan 2006 - Current 10
Meredith Dekker Financial Services, LLC Chandler, AZ Aug 2001 - Current 15
National Planning Corporation Chandler, AZ Oct 2007 - Sep 2008 < 1
American General Securities Incorporated Chandler, AZ Oct 2002 - Oct 2007 5
American General Life Insurance Company Chandler, AZ Oct 2002 - Oct 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Meredith A. Dekker
Phone Number: (918) 338-2255
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    142
    MILLIONS
  • Total Number of Accounts
    2,434
    ACCOUNTS
  • Average Account Value
    $58,384
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, IA, IL, KS, LA, MI, MN, MO, ND, NE, NM, NV, OK, SD, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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